Daily Chemical Reactions

Attitude Adjustment – Producer Strategic Shifts In Motion; LyondellBasell CEO Selection Discussed
December 14, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Methanol, Lithium, Ethylene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Westlake, Huntsman, Braskem, Pinnacle Polymers, Ineos, ExxonMobil, Dow, CP Chemical, BASF, Petronas, Phillips 66, Suncor, TC Energy, Ascensus, Chandra Asri, Chevron Lummus, Aramco, GAIL, Galp, Northvolt, W.R. Grace, Trinseo, Neo-Pak, BP, INOVYN, Iberdrola, Avantium, Mitsubishi Chemical, Mitsui Chemicals, Trafigura, TotalEnergies

Daily Chemical Reaction

Attitude Adjustment – Producer Strategic Shifts In Motion; LyondellBasell CEO Selection Discussed

Key Points:

  • LyondellBasell equity has underperformed the S&P 500 Chemical Index despite a period of significant profitability in 2021. We discuss its recently announced CEO appointment and challenges to raise its equity value. 
  • We flag pertinent chemical sector corporate updates (e.g., LyondellBasell, Westlake, ExxonMobil, Chandra Asri, Trinseo, TotalEnergies, & others).
  • We note relevant ESG items worth notice, ranging from EU CO2 price trends to increased costs likely to impede solar project growth in 2022.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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